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    Departments

    • Departments can help split the reporting between major parts of an organisation. "Department" is a posting attribute, setting up a department can be useful for absence management and reporting purposes.

    • The department code should be short and capitalized, this is a unique reference field.

    • The description field is the name of the department.

    • Departments have the ability to be assigned to a parent department.

    • The manager resource field should be the department manger, this resource will have access to the team on the absence manager.

    • The legacy reference field identifies previous codes under the department names.


    Resources

    • Resources can be assigned to departments, this will default the department field upon document entry. These resources will also appear within the absence manager department groups.

    Sub departments

    • The sub departments consist of all other departments with a parent department set to the current selected department.

    Order of evaluation

    • Document header:

      • Fixed contact account (customer / supplier)
      • Fixed account setup (chart of account rules)
      • User entered value / saved value
      • Contact account default
      • Default account setup (chart of account rules)
    • Document detail lines:

      • Fixed contact account (customer / supplier)
      • Fixed product
      • Fixed project
      • User enter value / saved value
      • User default settings
      • Product default (accounting)
      • Project default
      • Contact account default
      • Document header default

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